As seen in the Marietta Daily Journal, Bil Lako, CFP®, explores if you should pay off your mortgage before retirement. He offers tips on maximizing your financial strategy that will allow you to sleep well at night!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that during a divorce, soon-to-be former spouses are not always rational about the division of assets or decisions they make, as they may have financial repercussions down the line.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that it appears as if the market considers inflation tamed heading into 2024; however, given the varied economic conditions, the distribution of outcomes in 2024 is sizable.
As seen in the Marietta Daily Journal: The rise of self-employed and gig-economy workers has been remarkable post-pandemic! Bill Lako, CFP® explores proven strategies for self-employed individuals to build wealth and secure a prosperous retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains how new retirees may have low income taxes, which provides an opportunity to move tax-deferred retirement assets into a tax-free retirement account.
As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights some year-end financial moves you can make before you get sidetracked with holidays, parties, and gifts!
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains a tax-savvy approach to philanthropy that also allows seniors to maximize their financial position during retirement.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, takes a closer look at the old advice of investing in mutual funds first, then, once you reach a certain asset amount, broadening your investments with individual stocks.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains that when your heirs vary in age, financial status, and ability to handle a windfall responsibly, it is wise to consider using trusts.
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why you should focus on the yield to maturity when considering your bond investments.
